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Disclosery

Clearstead Advisors, LLC: WSBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on WSBC, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 10,924 WSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,924 shares
    Change vs previous 13F +182 shares

    <0.01% of the 13F portfolio, value $426,365.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,742 shares
    Change vs previous 13F +2,692 shares

    <0.01% of the 13F portfolio, value $370,492.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,050 shares
    Change vs previous 13F -15,266 shares

    <0.01% of the 13F portfolio, value $267,582.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,316 shares
    Change vs previous 13F +2,029 shares

    0.01% of the 13F portfolio, value $744,480.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,287 shares
    Change vs previous 13F +20,337 shares

    0.01% of the 13F portfolio, value $673,308.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 950 shares
    Change vs previous 13F +709 shares

    <0.01% of the 13F portfolio, value $29,412.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 241 shares
    Change vs previous 13F +86 shares

    <0.01% of the 13F portfolio, value $7,843.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 155 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,616.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).